Convergence Investment Partners, LLC

Position in WDC — Western Digital Corp

CIK 1456133 PALM BEACH GARDENS, FL

Position in WDC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$6,421,690

+$964,284 QoQ

Shares Held

10,054

-50.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#537

of 1,836 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $48,766,890 across 4 Computer Hardware names. WDC ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc.	41,039	$17,706,686
2	SNDK	Sandisk Corp	7,121	$16,191,231
3	ANET	Arista Networks, Inc.	49,725	$8,447,283
4	WDC	Western Digital Corp This page	10,054	$6,421,690

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,421,690	10,054	-50.2%	Shares	Sole	2026-07-31
2026-03-31	$5,457,406	20,176	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.